IBTH — ISHARES TR

Ownership history in MKT Advisors LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which MKT Advisors LLC reported a position in ISHARES TR (IBTH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.99% (2025 Q4)
Avg. % of fund
3.59%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 781,080 +210,801 +37.0% 5.99% $17.6M $22.34
2025 Q3 ADDED 570,279 +9,560 +1.7% 4.77% $12.8M $22.10
2025 Q2 ADDED 560,719 +18,120 +3.3% 4.97% $12.6M $21.85
2025 Q1 ADDED 542,599 +18,578 +3.5% 5.71% $12.2M $21.57
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTH price (monthly, adj. close)

Other funds also holding IBTH

As of 2025 Q4 — sorted by position size

Denver PWM, LLC 3Y 7Y 5.58% Wealth Management Strategies, Inc. 5.33% EIGHT 31 FINANCIAL, LLC 4.49% TRUE Private Wealth Advisors 3Y 7Y 4.39% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.73% Atlantic Private Wealth, LLC 3Y 2.81% HM PAYSON & CO 3Y 7Y 2.35% GLOBALT Investments LLC / GA 2.32% Old Port Advisors 3Y 7Y 1.81% Journey Advisory Group, LLC 3Y 1.61%
← Back to MKT Advisors LLC Holdings